Asset allocation

Purchase information

Initial

$5,000

Additional

$100

IRA Initial

$2,000

AIP Initial

$5,000

AIP Additional

$100

21.63-0.08(-0.37%)

Feb 19, 7:00PM ESTOverall Morningstar RatingTM

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Description

The investment seeks to provide a level of current income which exceeds the average yield on U.S. stocks; long-term capital appreciation is a secondary objective. The fund pursues its investment goals by investing in a broad range of income producing securities, primarily including stocks and bonds. It will under normal conditions invest at least 80% of its assets in income-producing securities, and at least 50% of its assets in common stocks.
Fund filings (PDF) »